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Brass Tax Wealth Management’s Walmart Inc WMT Stock Holding History

Brass Tax Wealth Management’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$822K Buy
7,977
+553
+7% +$55.1K 0.14% 75
2025
Q2 		$726K Buy
7,424
+489
+7% +$46.6K 0.14% 80
2025
Q1 		$609K Buy
6,935
+130
+2% +$12.2K 0.13% 85
2024
Q4 		$615K Buy
6,805
+302
+5% +$26.2K 0.13% 83
2024
Q3 		$525K Buy
6,503
+1,892
+41% +$139K 0.11% 85
2024
Q2 		$312K Buy
+4,611
New +$290K 0.13% 89

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Brass Tax Wealth Management's WMT Position: Q3 2025 in Review

Brass Tax Wealth Management increased its Walmart Inc (WMT) stake by 7.4% in Q3 2025, buying an estimated $55.1K and bringing the position to 7,977 shares worth $822K. The position accounts for 0.14% of the portfolio, ranked #75.

Brass Tax Wealth Management first reported a position in WMT in Q2 2024 and has held it in 6 quarters since. 4,020 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

  • Brass Tax Wealth Management held 7,977 shares of Walmart Inc worth $822K as of Q3 2025.
  • Brass Tax Wealth Management bought 553 Walmart Inc shares in Q3 2025, an estimated $55.1K.
  • Walmart Inc made up 0.14% of Brass Tax Wealth Management's portfolio in Q3 2025, its #75 holding.
  • Brass Tax Wealth Management first reported a position in Walmart Inc in Q2 2024 and has held it in 6 quarters since.
  • 4,020 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.